ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 329 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $907,927 | -13.9% | 18,195 | -14.2% | 0.01% | -16.7% |
| Q2 2023 | $1,054,071 | +8.6% | 21,200 | +8.4% | 0.01% | +9.1% |
| Q1 2023 | $970,485 | -4.1% | 19,566 | -4.8% | 0.01% | -8.3% |
| Q4 2022 | $1,012,426 | -22.8% | 20,549 | -22.7% | 0.01% | -25.0% |
| Q3 2022 | $1,312,000 | -38.0% | 26,591 | -38.1% | 0.02% | -36.0% |
| Q2 2022 | $2,117,000 | +388.9% | 42,979 | +392.4% | 0.02% | +400.0% |
| Q1 2022 | $433,000 | +47.8% | 8,729 | +49.0% | 0.01% | +66.7% |
| Q4 2021 | $293,000 | +5760.0% | 5,860 | +5941.2% | 0.00% | – |
| Q1 2020 | $5,000 | – | 97 | +546.7% | 0.00% | – |
| Q1 2019 | $0 | – | 15 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,124,958 | $105,334,000 | 14.59% |
| Columbia Trust Co 01012016 | 511,929 | $25,351,000 | 11.87% |
| Enstar Group LTD | 915,711 | $45,392,000 | 10.36% |
| Clearwater Capital Advisors, LLC | 1,243,146 | $61,623,000 | 7.06% |
| B, B, H, & B INC. | 148,603 | $7,366,000 | 6.94% |
| Navis Wealth Advisors, LLC | 133,890 | $6,637,000 | 5.88% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,354,860 | $67,160,000 | 5.80% |
| Syverson Strege & Co | 79,946 | $3,963,000 | 4.31% |
| Rosenberg Matthew Hamilton | 225,928 | $11,199,000 | 3.92% |
| Roble, Belko & Company, Inc | 407,622 | $20,206,000 | 3.84% |